深圳商报·读创客户端记者 穆砚 7月10日晚间，中国东方红卫星股份有限公司（以下简称"中国卫星（600118）"或"公司"）发布2025年 半年度业绩预告。公司预计预计2025年1-6月归母净利润将出现2120万元至4120万元亏损，较上年同期 850万元盈利水平显著下滑。扣除非经常性损益后，亏损幅度进一步扩大至2530万元至4730万元。 公告披露，经财务部门初步测算，公司预计2025年半年度实现归属于母公司所有者的净利润为-4,120万 元到-2,120万元，与上年同期相比，将出现亏损。预计2025年半年度实现归属于母公司所有者的扣除非 经常性损益后的净利润为-4,730万元到-2,530万元。 关于本期业绩预亏的主要原因，中国卫星称，在宇航制造方面，一是卫星研制业务半年度达到验收条件 的合同履约进度节点较少，可确认收入同比下降，而日常经营及备产准备等各项支出持续发生；二是报 告期内宇航部组件产品交付量虽显著增加，但交付增量是以毛利率较低的商业航天产品为主，交付增量 对公司利润贡献较小。在卫星应用方面，受部分产品处于升级换代过渡期、市场竞争激烈等因素影响， 几家子公司经营情况尚未明显好转。基于上述主要原因 ...

今年5月，中国发射全球首个太空计算星座，"太空计算时代"到来。卫星应用加速从科幻走向现实，未 来产业该如何布局？二十余年的"数字福建"建设为未来产业发展奠定基础。卫星应用风口在前，作为数 字中国建设综合试点，福建大有可为。 6月18日，第二十三届中国.海峡创新项目成果交易会期间，福建省卫星应用产业生态大会上，100家来 自省内外的卫星数据采集、处理、应用全产业链的单位加入福建省卫星应用产业联盟。同期成立数字福 建专家委卫星应用专家组，一批行业专家学者将在未来为产业发展提供战略咨询与技术支撑。 "北斗的应用仅受限于我们的想象力。"武汉大学国家卫星定位系统工程研究中心教授叶世榕用中国科学 院院士孙家栋的话，展望卫星应用的无限可能。 "依托庞大的卫星数量可以实现全球覆盖、高频重访、快速响应等应用需求，拓展卫星应用的场景，加 速卫星商业化落地。"国际宇航科学院院士顾行发说，处在变革的边缘，卫星应用正从特定市场走向无 处不在，为社会和众多行业发展创造前所未有的机会。 机遇怎么抓？近年来，福建持续推进空天技术在海洋监测、应急管理、生态治理、智慧城市等领域的创 新应用，初步形成"卫星+"融合应用生态。根据《福建省卫星应用产 ...

Core Viewpoint - The satellite application industry is a highly technological and strategically significant field that utilizes satellites to provide various services and support for activities on Earth, including communication, navigation, and remote sensing [1][21]. Industry Overview - The satellite application industry encompasses satellite manufacturing, launching, and ground equipment construction in the upstream, while the midstream includes satellite applications and operations across various technical fields and service methods [2][3]. - The downstream application areas include transportation, national defense, communication, marine, and meteorology [2]. Market Dynamics - The satellite application industry is divided into ground equipment manufacturing and satellite operation services, with the latter showing more active development. The market competition is intensifying as many private enterprises enter the field [3][11]. - The industry is attracting significant attention from local governments due to its potential to drive regional economic upgrades, promote digital transformation, enhance emergency communication capabilities, and create numerous job opportunities [3][21]. Key Players - Major companies in the satellite application industry include China Satcom, China Satellite, and Beidou Star, among others. China Satcom is the leading satellite communication service provider in China, with a market share exceeding 80% [7][11][13]. Market Size and Growth - The market size of China's satellite application industry is nearly 300 billion yuan in 2023, with a compound annual growth rate (CAGR) of 9.15% over five years [15][21]. - The demand for satellite applications is expected to grow, particularly in the civil sector, driven by increasing emphasis on environmental protection and sustainable development [21]. Profitability and Value Chain - The overall gross margin for satellite remote sensing is relatively high, ranging from 50% to 60%, while satellite communication has a lower gross margin of 25% to 30% [17][21]. - The satellite application industry is characterized by significant added value across various segments of the value chain [17]. Future Outlook - The satellite application industry is projected to grow at a rate of 9% over the next five years, potentially reaching a market size of 1.54 trillion yuan by 2030 [21].